Commodities, Business & Shipping (and Tariffs)

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Fearnleys Week 15

www.drewry.co.uk

World Container Index - 10 Apr

10 Apr 2025: Drewry’s World Container Index increased 3% to $2,265 per 40ft container this week.
www.drewry.co.uk www.drewry.co.uk

Baltic Exchange Dry Index - Price - Chart - Historical Data - News

Baltic Dry increased 272 points or 27.28% since the beginning of 2025, according to trading on a contract for difference (CFD) that tracks the benchmark market for this commodity. Baltic Exchange Dry Index - values, historical data, forecasts and news - updated on April of 2025.
tradingeconomics.com tradingeconomics.com
 
Interesting take on the tariffs. It's an opinion piece (dyddd.)

ronpaulinstitute.org

Donald Trump is Making the Case for BRICS - The Ron Paul Institute for Peace & Prosperity

The boys and girls on Wall Street heaved a big sign of relief yesterday, with the stock market making historic gains, a welcome respite for the losses of the preceding days, when Donald Trump announced a 90-day pause in the severe tariffs, opting only to impose a 10% tariff across…
ronpaulinstitute.org ronpaulinstitute.org
 
WSJ

Will the Last Investor to Leave America Please Turn Out the Lights​

When market veterans gather, the talk often turns to memorable crashes: Where they were in 2020, 2011, 2008, 1998, or for the older among them, 1987. Last week should join that list. Where were you when investors fled America?

The week was full of thrills that will be more fun to look back on than they were for those trying to trade them. Stocks had among their biggest-ever two-day drops and one of their largest one-day rises, whipsawing investors. Meanwhile, the dollar plunged and Treasurys flashed warning signs of deeper trouble.

More:

https://www.msn.com/en-us/money/mar...S&cvid=d01785eac1624bc8b33366021e9c2212&ei=14
 

Wall Street Breakfast Podcast: Goldman Sees Oil Sliding Into 2026​

Summary​

  • Goldman Sachs forecasts oil prices to decline through 2026 due to rising recession risks and increased OPEC+ supply.
  • Sony raises PS5 prices in Europe, UK, Australia, and New Zealand due to inflation and economic challenges, with the PS5 Pro price unchanged.
  • Apple and other tech stocks rally after Trump administration exempts key electronics from tariffs, with Apple up 5.4% and other tech stocks also seeing gains.
  • Key investor events include HP's annual meeting, Ionis Pharmaceuticals' investor day, and Meta Platforms' antitrust trial against the FTC.
More:

 
goldseek.com

The Uncertainty Recession

There is one way in which the seemingly chaotic Trump strategy may make sense. That would be if the punitive tariff rates plus the market fireworks were part of a “crazy man” negotiating method. This week’s sudden turnaround kind of supports this idea.
goldseek.com goldseek.com
 

Trump tariffs drove a Treasury sell-off — who sold the safe-haven asset?​

  • Speculations about China unloading Treasurys as a means to hit back at tariffs levied by U.S. President Donald Trump has been raised by some.
  • Not everybody agrees with Beijing resorting to selling Treasurys. "China selling down Treasury holdings would effectively be shooting themselves in the foot," said Michael Brown from Pepperstone.
  • The "incoherent and volatile nature" of policymaking is significantly denting the appeal of Treasurys as a safe haven, Brown added.
  • Should the market's trust issues with the U.S. deteriorate, it could catalyze another wave of selloffs, said TD Securities' Prashant Newnaha.
The U.S. Treasury market over the past week saw investors fleeing the safe haven, in an unusual move that added to the market turmoil caused by U.S. President Donald Trump's "reciprocal" tariffs — forcing him to suspend the duties.

In just a few sessions, yield on the 10-year Treasury soared to 4.592% on Friday, the highest since February. Similarly, the 30-year Treasury bond yield notched its highest since November 2023 last Wednesday. While yields have ticked lower since then, they still remain elevated.

More:

https://www.msn.com/en-us/money/mar...S&cvid=63d37a1178e042ffbb803800a10fd1ef&ei=44
 

CNBC Daily Open: Consumers don't agree with the White House that the economy will be fine​

A day without major tariff developments from U.S. President Donald Trump's administration is, for markets, a period of cautious optimism (or at least what passes as "optimism" in such unusual times). There was breathing room on Monday for markets to make tentative moves upward, especially after the news out late Friday of a last-minute exception for electronics from so-called reciprocal tariffs.

White House officials are still making their rounds on major news channels to preach the sense of Trump's economic policy. The latest to do so is National Economic Council Director Kevin Hassett, who, on Fox Business, said Monday the country would "100% not" fall into a recession this year.

Consumers don't share that faith. A Federal Reserve survey, conducted in March and released on Monday, is the latest in a series of consumer polls that show sentiment over the economy slumping. Any gains in the market, then, could last only as far as tariff don't run further amok and cause economic damage, despite White House officials' attempts to reassure on the latter front.

More:

https://www.msn.com/en-us/money/mar...S&cvid=83f56ba856fa424c887dfb4d5501015c&ei=29
 

ADM halting domestic trading in China, cutting jobs in Shanghai​

By Ella Cao, Karl Plume and Ana Mano

BEIJING/CHICAGO (Reuters) -Global grain merchant Archer-Daniels-Midland has begun shutting down domestic trading operations in China and laying off staff within its largest business segment as part of a global cost-cutting push, the company said on Monday.

More:

https://www.msn.com/en-us/money/new...S&cvid=132f0e8a96594040a31b2f7a860a3689&ei=24
 

S&P 500 futures slide Tuesday as Nvidia shares tumble, traders await retail sales data: Live updates​

U.S. stock futures slipped on Tuesday night as investors looked ahead to the release of a key retail sales report and more earnings from the first-quarter season.

Dow Jones Industrial Average futures fell by 195 points, or 0.5%. S&P 500 futures and Nasdaq 100 futures dipped 0.9% and 1.3%, respectively.

In extended trading, shares of Nvidia dropped more than 4% after the chip giant said it will post a $5.5 billion quarterly charge related to exporting its H20 graphics processing units to China and other nations.

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